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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,058 | $215,361-85.6% | $171,082-81.8% | $273,972-88.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.08% | 25.14%-20.1pp | 32.56%-27.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $10,193 | $4,967+105.2% | $4,002+154.7% | $4,869+109.4% |
| Participant deferral / active EE | $18,000 | $5,543+224.7% | $4,797+275.2% | $5,287+240.4% |
| Admin fee / account holder | $60 | $10,846-99.4% | $8,520-99.3% | $10,133-99.4% |